Plan Snapshot
- Plan Sponsor: Indiana Spine Group, P.C.
- Sponsor EIN: 352149412
- Sponsor Address: 13225 N. MERIDIAN, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $36.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $36.7M | $1.0M | $1.2M |
| 2023 | 167 | $29.9M | $919,096 | $1.1M |
| 2022 | 149 | $23.9M | $836,393 | $937,150 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $24,103 | — | $24,103 |
| PROCOURSE FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISOR | $16,000 | — | $16,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,887 | — | $8,887 |
| MOWERY & SCHOENFELD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOWERY & SCHOENFELD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,990
- Estimated Expense Ratio: 0.134% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $48,990 | $43,451 | $1,769 | — | — |
| 2023 | $40,169 | — | $37,929 | — | — |
| 2022 | $47,777 | $45,752 | $400 | — | — |